RIAs

A new book could help advisors better grasp the difficulty with the topic of money among underserved client groups.

After logging 27 years at the firm, the advisor is starting his “next 25-year chapter” as an independent.

LPL has reeled in about half of the reps changing their BDs so far this year, but the full RIA channel is also reaping big gains. Plus, other news in the indie space.

The wirehouse added more than a dozen advisors in the last month managing more than $1 billion in client assets.

"The stillness of the time produced by the pandemic quarantine has put age-old issues in the spotlight,” writes Visionary Leader Awards judge Dasarte Yarnway.

With her innovative, rapid-fire leadership, the recipient of this year’s individual award is giving nearly 2,000 aspiring planners unprecedented entree into a profession sorely in need of them

Granular sensitivity and remarkable speed characterized the overnight virtualization of the firm.

The firm, which has nearly tripled in size in the last year, says it continues to seek out acquisition targets.

The 30-year industry vet launched a firm on the Dynasty platform citing better technology and “freedom” as reason for the move.

Thanks to the CARES Act, retirees can pass on taking required minimum distributions but should they?